+240.5%
SMH vs NIO
-92.0%
+332.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.8% | +3.0% | -0.1% |
| 7D | -6.7% | +2.8% | -9.6% | -7.2% |
| 30D | -19.8% | -8.4% | -11.5% | -18.5% |
| 3M | -15.1% | -32.0% | +16.9% | -9.0% |
| 6M | -14.6% | -43.9% | +29.3% | -5.6% |
| YTD | +34.3% | -35.7% | +70.0% | +43.5% |
| 1Y | +35.2% | -51.1% | +86.3% | +51.5% |
| 3Y | +211.7% | -54.7% | +266.4% | +227.5% |
| 5Y | +240.5% | -91.7% | +332.2% | +350.4% |
| All | +240.5% | -92.0% | +332.5% | +350.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling